MGB Wealth Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$925K Sell
2025
Q1
$1.22M Hold
2024
Q4
$1.28M Sell
2024
Q3
$1.51M Hold
2024
Q2
$1.45M Hold
2024
Q1
$1.4M Hold
2023
Q4
$1.29M Buy